Summary

The E-mail options fields allow you to email the report to an individual or a group of people.

Important: Confirm that the POP3 and SMTP fields are set up correctly on the Company Settings | General | Comms | Messaging tab.

Fields

E-mail:

If you want to email the report, then click this checkbox to activate the following fields.

Format:

Select a report format (see Report Format Options). The default format is "ArchiveFile", which is the PayGlobal Internet format. The recipient can view "ArchiveFile" reports in the PayGlobal Report Viewer.

Note: Designer reports have "CSV2File" option. If Format = "CSV2File", then the resultant file will not contain additional quotation marks around strings that include spaces. However, strings or numeric values that include commas are enclosed in quotes for Format = "CSVFile" and "CSV2File".

Filename:

Type a relevant name for the report. The default name is based on the report code, such as PGPRCOST001.

Field containing filename override:

This field is displayed only when you access this form from the Report Splitting tab in Reports - Edit Report Settings. You can select only fields that are in the entity selected on the Report Splitting tab.

Use compression:

If you click this checkbox, then PayGlobal will generate the report as a zip file.

Password:

Enabled when the Use compression checkbox is ticked. Specify a password that the recipient must use to export the zipped report file.

Address:

Type the recipient's email address or use the Look up E-mail Address for buttons. Separate multiple email addresses with a semi-colon (;).

Look up Email Address for:

• A PayGlobal User - Select a user profile and PayGlobal copies the email address or addresses specified in the security profile into the Address field.

  Note: If you use generic email addresses (such as payroll@treetop.com) in the User Profiles | Details tab | E-mail address field, then email can be internally redirected to the appropriate employee. You do not need to change email addresses in PayGlobal every time you appoint another employee.

Email Security

If you wanted to securely email a report, then you could use Format = "ReportTextFormat", click Use compression, and specify a password and address. The addressee would receive:

• A report text file (.tra) that they could open only in the PayGlobal report viewer by entering the specified password.
• A zip file containing the report .txt file that they could extract only by entering the specified password.

See also

Reports

Reports - Edit Destination/Format

Reports - Edit Report Settings